Books & The Biz

Auteur(s): Dan Paulson and Richard Veltre
  • Résumé

  • Finance and Operations need to work together. Often they don’t. Join Richard Veltre and myself for discussions about business (the BIZ) and finance (the BOOKS). About Rich: He has served in executive leadership positions at finance consulting firms focusing on the development, implementation, and management of the full spectrum of financial systems. Rich started his career at Price Waterhouse and now acts at a fractional CFO for companies in healthcare, finance, logistics, and construction. About Dan: He built his career working key leadership positions for several large corporations such as Menards and Lands’ End. In 2005, Dan decided he no longer wanted to continue on the corporate executive path and launched InVision. He now helps owners and executives improve operational performance and workplace culture in the areas of manufacturing, construction, healthcare, and finance. Books & The Biz is a podcast where we talk about our experiences, what’s happening in the world today, and how it impacts companies.
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Épisodes
  • Building Business - From Buying to Selling with Joe Staffeld
    Mar 28 2025

    Joe Staffeld: A Journey from Salesperson to Owner of Albco Foundry Joe Staffeld's career in business has been nothing short of impressive. Starting as a salesperson for Albco Foundry, he worked his way up to becoming the owner of the company. With a background in Mechanical Engineering Technology and an MBA, Joe has a deep understanding of manufacturing processes, mold design, and 3D modeling. He is known for leading Albco's transition to CNC production and streamlining their mold-making capabilities.

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    29 min
  • PE Sales Challenges: Woes and Wins When Buying or Selling
    Mar 19 2025

    The allure of PE money may seem attractive to business owners looking to sell to the highest bidder, but understanding the endgame for both parties is crucial for making an informed decision. It's important to consider whether the perceived benefits of selling to a PE firm are worth it in the long run.

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    33 min
  • Tariffs And Their Impact. Costs And Challenges From A Canadian Point Of View
    Mar 13 2025

    In this episode, we delve into the impact of Trump's tariffs on companies like Esthétique Électrolyse Canada with Pascal Brien, who brings his extensive experience as the CEO of a leading Canadian beauty product distribution company. With over 35 years in the industry and collaborations with partners across 18 countries, Pascal offers valuable insights into the challenges and changes faced by businesses in light of recent trade policies.

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    33 min

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